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Sittner & Nelson’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Sittner & Nelson’s Portfolio DFJ Stock Details DFJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$232 – 457
2024
Q1 		$232 Buy
+3
New +$226 ﹤0.01% 482

Other funds holding DFJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sittner & Nelson's DFJ Position: Q2 2024 in Review

Sittner & Nelson sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2024, closing a stake of 3 shares — an estimated $232 sold.

Sittner & Nelson first reported a position in DFJ in Q1 2024 and held it in 1 quarter. The position peaked at $232 in Q1 2024. 60 funds tracked by Wall St. Rank hold DFJ as of Q2 2024.

  • Sittner & Nelson reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • Sittner & Nelson sold 3 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2024, an estimated $232.
  • Sittner & Nelson first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2024 and held it in 1 quarter.
  • Sittner & Nelson's WisdomTree Japan SmallCap Dividend Fund position peaked at $232 in Q1 2024.
  • 60 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2024.

Based on Sittner & Nelson's 13F filing for Q2 2024, filed 13 Aug 2024.